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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1301
Armstrong Fleming & Moore
District of Columbia
$321K – – –
LCM
1302
Logan Capital Management
Pennsylvania
$321K +$312K +3,000 New
LA
1303
LexAurum Advisors
Kansas
$321K -$150K -1,440 -32%
LCS
1304
Levin Capital Strategies
New York
$320K – – –
RWMG
1305
Redwood Wealth Management Group
New Jersey
$314K – – –
SPWM
1306
Schrum Private Wealth Management
Florida
$312K -$29.5K -283 -9%
MIS
1307
Morningstar Investment Services
Illinois
$312K +$300K +2,884 New
WF
1308
WoodTrust Financial
Wisconsin
$311K – – –
ACA
1309
Affinity Capital Advisors
California
$311K – – –
EGA
1310
Eagle Global Advisors
Texas
$311K – – –
SCM
1311
Sterneck Capital Management
Missouri
$311K – – –
CA
1312
Corrado Advisors
New Jersey
$310K +$301K +2,889 New
VP
1313
Verum Partners
North Carolina
$309K +$64.8K +622 +27%
PP
1314
Pegasus Partners
Wisconsin
$309K +$300K +2,883 New
FMII
1315
Farmers & Merchants Investments Inc
Nebraska
$308K +$99.1K +952 +49%
RIM
1316
Redwood Investment Management
Arizona
$308K +$299K +2,872 New
FVWA
1317
Foster Victor Wealth Advisors
South Carolina
$306K +$104 +1 +0%
VC
1318
Veracity Capital
Georgia
$306K +$61.7K +593 +26%
FAM
1319
Family Asset Management
South Carolina
$305K – – –
CWM
1320
Chemistry Wealth Management
New York
$305K +$296K +2,845 New
KWA
1321
Kellett Wealth Advisors
Ohio
$304K +$296K +2,841 New
SAA
1322
Southeast Asset Advisors
Georgia
$303K +$39K +375 +15%
WPP
1323
Whalerock Point Partners
Rhode Island
$303K – – –
AC
1324
Allstate Corporation
Illinois
$302K – – –
PCA
1325
Pallas Capital Advisors
Massachusetts
$302K -$64.2K -617 -16%
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